vtiger - customer relationship management
Open Source add-ons for Microsoft Outlook, Mozilla/Thunderbird, Microsoft® Word®, and Customer Portal
Rich user-experience with product customization
Import data from external sources, such as Web downloads, tradeshows, seminars, and direct mail
vtiger CRM is a web-based Open Source CRM software built over LAMP/WAMP architecture and other open source projects mainly for small and medium businesses.
vtiger CRM leverages the benefits of Open Source software, such as Apache, MySQL, PHP, SugarCRM, ADOdb, and others and adds more value to the end users by providing many enterprise features, such as Sales Force Automation, Help Desk, Desk, Products, Vendors, Price Books, Sales Quotes, ,Orders, Invoices, Reports & Dashboards, Security Management, RSS, Product Customization, and others.
The main advantages of using the vtiger CRM software are, first, the installation is as simple as installing any end-user software, such as Word processors, Spreadsheets, or games. You need not concern too much about setting up database, Web server, and other software.
Secondly, vtiger CRM provides essential business productivity enhancement utilities for Microsoft® Outlook®, Mozilla/Thunderbird E-mail client, Microsoft® Word®, Customer Self Service Portal, and Web Forms as an open source projects. These add-ons enhance the user experience with vtiger CRM.
Finally, vtiger CRM development/support experts are committed in providing an excellent technical support to premium users through user forums,training materials, special feature packs, and periodic bug fixes. All users can access vtiger forums and SourceForge forums to obtain valuable product updates from vtiger CRM team and open source community.
Sales Force Automation
- Track all accounts and related contacts, opportunities, cases, and other details from a common repository
- Specify parent-child relationships between accounts and their subsidiaries or other divisions
- Import accounts from external sources, such as ACT, GoldMine, and other applications
- Generate quotes, sales orders, and invoices for the accounts
- Track purchase history of the customers and analyze opportunities for up selling and cross selling
- Create fully customizable account reports
- Manage mailing lists based on existing data related to leads, accounts, and contacts
- Manage leads end-to-end (from creating leads to converting them into opportunities)
- Capture leads directly from your Web site and transfer to vtiger CRM
- Customize online lead form as per your organization requirements
- Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
- Manage company-wide products catalog
- Associate products with other modules for a better 360 degrees view
- Create custom product fields as per your organization's requirements
- Track outstanding quotes from the quotes list view
- Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
- Select different prices for the same product as per customer segment
- Streamline organization-wide procurement and fulfillment processes with integrated approach of vtiger CRM
- Track outstanding orders from the orders list view
- Procure products from the best available Vendors/Manufacturers/Resellers list in vtiger CRM
Customer Self Service Portal
- Fully customizable and you can deploy without hassles in your Web site
- Secured access to the Customer Self Service Portal
- Search Knowledge Base articles before submitting trouble tickets
- Constantly improve the quality of Knowledge Base by threaded discussions